Real Estate Lending School
The 19th Annual Real Estate Lending School provides bankers with a solid foundation for managing and producing a quality loan portfolio of residential and commercial real estate secured loans. Topics include underwriting, decision making, documentation, compliance, loan administration and more. The program will benefit any banker engaged in making or supporting loans secured by real estate.
The school also features an interactive field trip to a residential construction site. Bus service for the field trip is provided.
When
Where
Austin Marriott South
4415 South IH-35
Austin, Texas 78744
Schedule
8:00 – 8:45 AM
Registration & Breakfast
8:45 – 9:00 AM
Announcements
9:00 – 11:00 AM
Market Trends & Loan Policy with David Kemp
11:00 – 11:15 AM
Break
11:15 AM – 12:15 PM
Residential Underwriting with David Kemp
12:15 – 1:00 PM
Lunch
1:00 – 3:15 PM
Residential Underwriting (continued) with David Kemp
3:15 – 3:30 PM
Break
3:30 – 5:15 PM
Construction Lending with David Kemp
5:15 – 6:30 PM
Reception
7:15 – 8:00 AM
Breakfast
8:00 – 9:45 AM
Appraisal Regulations with David Kemp
9:45 – 10:00 AM
Break
10:00 AM – 12:15 PM
Construction Site Field Trip
12:15 – 1:00 PM
Lunch
1:00 – 2:30 PM
Commercial Underwriting Banker Panel with moderator David Kemp
2:30 – 2:45 PM
Break
2:45 – 3:45 PM
Regulatory Requirements for Impaired CRE with David Kemp
3:45 – 4:00 PM
Break
4:00 – 5:15 PM
Commercial Underwriting with David Kemp
7:15 – 8:00 AM
Breakfast
8:00 – 11:30 AM
Real Estate Loan Doc with Robin Russell
11:30 AM – 12:15 PM
Lunch
12:15 – 1:15 PM
Real Estate Compliance with Compliance Alliance
1:15 – 2:30 PM
Regulatory Panel with Compliance Alliance
Highlights
- Real Estate Loan Documentation
- Loan Policy
- Appraisals
- Construction Lending
- Construction Site Field Trip
- Residential Underwriting
- Commercial Underwriting
- Requirements for Impaired CRE
- Real Estate Compliance
Your fee includes program materials, daytime meals, field trip plus a welcome reception (guests invited).
Note: For IRS reporting purposes, the food cost portion of your registration is to be determined.
MATERIALS: A notebook with course materials will be provided onsite for each student. The hands-on curriculum features in-depth case study projects and class exercises — please bring a calculator.
The registration fee includes program materials, most meals plus two receptions.
Cancellation/Refund Policy:
Cancellations or substitutions must be submitted in writing. Please email to education@texasbankers.com. Cancellations received on or before August 19 will receive a refund less a 10% cancellation fee. Cancellations received August 20-26 will receive a refund less a 50% cancellation fee. Any cancellations received after August 27 or “no shows” will not be refunded. Extenuating circumstances are reviewed on an individual basis. Substitutions are permitted without penalty.
Austin Marriott South
4415 South IH-35
Austin, Texas 78744
Rate: $189/night
Cut-off: Friday, August 9, 2024
A notebook with course materials will be provided onsite for each student. The hands-on curriculum features an in-depth case study project and class exercises.
Texas State Board of Public Accountancy: Estimated 25 CPE credit hours. There are no educational prerequisites.
